Filed May 14, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $146,142 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,259 | $89,808+221.0% | $100,391+187.1% | $77,643+271.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 81.5%+18.5pp | 70.6%+29.4pp |
| Annual return | 13.05% | 20.62%-7.6pp | 49.20%-36.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $8,543 | $3,039+181.1% | $3,942+116.7% | $2,726+213.4% |
| Participant deferral / active EE | $13,588 | $8,284+64.0% | $8,082+68.1% | $4,647+192.4% |
| Admin fee / account holder | $229 | $174+31.2% | $7,899-97.1% | $430-46.8% |